Identify, monitor, and execute timely account expansions with real-time reports and indicators.
Proactively identify at-risk customers and prevent churn using automation, early warning insights, and more!
Understand your customers interactions with your product and make informed product success decisions.
Define and track onboarding by phase, user progress, account, and portfolios.
Intelligence-driven, scalable insights for onboarding, adoption, retention, and revenue growth.
Handle this critical component of the post sales customer journey.
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Create the right scoring system for your organization.
Create alert rules that are flexible.
Manage, analyze, and optimize your customer interactions.
Track your tasks easily by account, product, and outcome categories for better efficiency.
Create dynamic segment across accounts and users.
Drive adoption, upsell and cross-sell using extensive product data.
Automate your actions, alerts, playbooks and more.
Proactively uncover key insights and receive data-driven recommendations for your team.
Transcribe your calls and catch key phrases used by customers to trigger actions.
Improve decision making and actions for enhanced outcomes.
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Showing Results: 689
One of the most demanding aspects of business is to be able to use your data and acquire intelligent insights that drive the customer success engine. Be it a product or a service, analytics helps you to visualize and understand customer behavior d...
08 Jul, 2020
When you do not automate customer success, you leave things to chance. You have hundreds of thousands of product users spread across the globe, operating in different time zones, and belonging to different stages of the customer lifecy...
06 Jul, 2020
Customer success as the name suggests is about your customer’s success. And this success goes beyond mere satisfaction and maximum usage of your product and Customer Success Program. It needs to be defined from the customer’s point of view...
When a new customer begins using your product, they are not completely convinced until they start realizing the value from it. Onboarding is not just about getting your customer familiar with the product. It is also about hand-holding the customer...
03 Jul, 2020
Desired outcome is a very common phrase – in fact, every act of ours, even just a walk, has desired outcome for us. But its meaning turned on its head when it came to be associated with SaaS businesses and customer requirements. Initially, ...
02 Jul, 2020
Check out the latest client onboarding template for 2021. Use these templates to have customer onboarding best practices for increasing the customer base.
Use this client onboarding checklist for easier new client onboarding sop. We have explained the effective client onboarding process steps in detail here.
01 Jul, 2020
As B2B companies are on the verge to innovate their respective business models, they have come to learn more about the interminable power the customers have. With the convergence of data availability and business needs, these innovators are taking...
It is a well known fact that any new practice takes 21 days of repetition for it to become a habit. Onboarding for SaaS is no different than that. You might be looking at the customer from within the scope of your own company or product. So, while...
30 Jun, 2020
Every SaaS company needs a customer success plan to ensure customers are achieving success with a need or problem they have. Otherwise, they will churn, and revenues will drop. A customer success planner can make sure that customers are following ...
Are you looking to set up ‘KRAs for your customer success managers’? It is highly likely that you are in the subscription business. Well, let’s reword that. You are in the ‘relationship’ business.&n...
Is creating a user-friendly and helpful product enough to attract and retain paying customers? Does it guarantee customer loyalty and give you an edge over your competitors? Is it all you need to grow and sustain a successful mobile app business?&...
29 Jun, 2020
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